Risk Alert

Risk Alert

The Risk Alert is a weekly two-page analysis of emerging political and economic risks. It provides guidance on how topical events, both locally and globally, will influence South Africa’s business and investment environment. The Risk Alert, presented in both PDF and audio formats, is published every Monday morning, — helping CRA clients to begin each week armed with the latest analysis of key events.

Risk Alert | Ace in a hole – the four risks

10 May 2021 - In this week's exclusive client Risk Alert, Frans Cronje and Bheki Mahlobo highlight four risks arising from last week’s suspension of ANC Secretary General, Ace Magashule.

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What are the dangers in the proposed amendments to the Promotion of Equality and Prevention of Unfair Discrimination Act (PEPUDA), they ask?

Cronje and Mahlobo also examine whether South Africa is on the brink of a ‘third wave’ of Covid-19 infections.

Risk Alert | The growing threat to SA's banks

3 May 2021 - In this week's exclusive client Risk Alert, Frans Cronje and Bheki Mahlobo highlight the growing political pressure on South Africa’s major banks and the risk this poses to the financial sector.

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Cronje and Mahlobo also discuss the suspension of North West regional powerbroker Supra Mahumapelo from the ANC and what this signifies about the shifting power balances in the party.

At the heart of the party’s governance troubles is the policy of cadre deployment, they argue.

Risk Alert | The importance of NDZ's speech

In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje discuss the importance of a recent speech given by senior ANC leader and Cabinet member, Dr. Nkosazana Dlamini-Zuma.

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What does this speech reveal about the ANC’s approach to governance?

Mahlobo and Cronje also look at recent developments in China, the EU, Russia, the Ukraine and Afghanistan.

Risk Alert | Expropriation by stealth?

In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje unpack the concepts of custodial and regulatory takings, and how these legal mechanisms could be used to advance expropriation efforts in South Africa by stealth.

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They ask: what are the ideological drivers behind these and other policies?

Mahlobo and Cronje also return to the issue of terrorism in Mozambique, and the growing threat of Jihadism in the region.

Risk Alert | Where to for the world’s economy?

12 April 2021 - In this week's client Risk Alert, Bheki Mahlobo and Frans Cronje focus exclusively on the broader economic outlook for the world’s key markets.

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Mahlobo and Cronje also look at the short, medium and longer-term prospects for global commodities, markets and the Dollar. 

Will the Biden administration’s ‘infrastructure’ plan deliver sustainable growth?  

Risk Alert | What is going on in the ANC?

5 April 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje outline three interpretations of recent events in the ANC.

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Mahlobo and Cronje also look into the likelihood of a third wave of Covid-19 infections in South Africa.

With Parliament set to push through Expropriation legislation as well as amend the Constitution, what will the government do with its new powers?